NewLeasing Advisor Crown Residential LLCLeasing AdvisorPompano Beach, FLTo achieve this goal, the Leasing Advisor must engage potential new residents, their families, existing residents and referral sources in a manner that draws new residents to the community. Ability to work through difficult situations and maintain positive interactions with prospective residents, Crown Residential teammates, contractors and vendors.
Service Advisor Hendrick Automotive Group CorporateService AdvisorTallahassee, FloridaFull timeWork includes inspection of customer vehicles and frequent movement around the Service Department to convey information between customers and service technicians. Frequently interacts with customers, service manager and service technicians, and employees from various departments in the dealerships.
Legal Secretary and Junior Office Administrator Page GroupLegal Secretary and Junior Office AdministratorPalm Beach Gardens, FL$70,000–$90,000 / yearFull timeThis role is ideal for a detail-oriented individual with legal support experience, strong organizational skills, and a proactive approach to supporting attorneys, as well as office managerial experience. The Legal Secretary/Jr Office Administrator will provide essential administrative and secretarial support to ensure the smooth operation of Palm Beach Gardens office for this law firm.
Community Life Advisor Metropolitan Ministries, Inc.Community Life AdvisorSt. Petersburg, FL$16–$17 / hourMust have hearing and speaking ability for effective oral communication; Must have visual acuity to make observations of facilities; must have physical ability to handle both indoor and outdoor temperatures; physical, emotional and spiritual stamina to handle job-related issues and stress. Requires understanding of poverty, a high degree of maturity, strong inter-personal skills and the ability to work with low socio-economic and diverse populations facing crisis situations in a professional and diplomatic manner.
NewAttorney JobotAttorneyPoint Washington, FL$125,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. While one to five years of litigation or collections experience is preferred, highly motivated new graduates with a strong interest in community association law are encouraged to apply.
Charitable Planning Attorney - CT or FL JobotCharitable Planning Attorney - CT or FLRiviera Beach, FL$200,000–$300,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Providing expert legal advice on all aspects of charitable planning, including the establishment and operation of various types of charitable organizations and trusts.
Appellate Law Attorney JobotAppellate Law AttorneyTallahassee, FL$150,000–$185,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This position offers the opportunity to handle complex appellate matters across a broad range of legal issues, working closely with trial teams and clients to develop persuasive legal arguments and strategies at the appellate level.
IRC67213 Police Legal Advisor Manager City of St Petersburg FLIRC67213 Police Legal Advisor ManagerSt Petersburg, FL$87,960–$138,372 / yearWork also involves providing sound legal counsel to the Police Department on legal issues including civil liability, criminal law, personnel administration, labor relations, disciplinary procedures, and legislative matters; and conducting legal research; planning, developing, and conducting Police Department training programs on subjects related to civil, criminal, and local law. In accordance with Chapter 295 of the Florida Statutes, qualified servicemembers/veterans and the spouses/family members of certain servicemembers/veterans receive preference/priority in employment.
Legal & Compliance - Infrastructure - Private Funds Regulatory Attorney, AVP BlackstoneLegal & Compliance - Infrastructure - Private Funds Regulatory Attorney, AVPMiami, New YorkDepending on the position, you may be required to obtain certain securities licenses if you are in a client facing role and/or if you are engaged in the following: Attending client meetings where you are discussing Blackstone products and/or and client questions; Marketing Blackstone funds to new or existing clients; Supervising or training securities licensed employees; Structuring or creating Blackstone funds/products; and. Familiarity with SEC and CFTC registration process, and federal, state and international securities laws (including the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, the Exchange Act of 1934, ERISA, and the EU Market Abuse Regulation (and similar anti-insider trading regimes).
Principal, Legal Compliance (Ethics & Compliance Officer) L3Harris Technologies IncPrincipal, Legal Compliance (Ethics & Compliance Officer)Melbourne, FL$133,000–$247,000 / yearGlobal Trade Technical Senior Specialist Legal Port Hueneme, California, Fort Wayne, Indiana, Herndon, Virginia, Northampton, Massachusetts, Camden, New Jersey, Greenville, Texas, Anaheim, California, Fall River, Massachusetts, Clifton, New Jersey, Rockwall, Texas, Colorado Springs, Colorado, North Amityville, New York, Waco, Texas, Rochester, New York. Essential Functions: Internal Investigations: Conduct thorough internal investigations, including document reviews, interviews, and data analysis, including privileged internal investigations conducted under the supervision and direction of in-house and/or outside counsel; strategically plan each phase of investigations and effectively manage the logistics of travel, appointment scheduling, and timely escalation and reporting.
Head of Legal Lendmarq CapitalHead of LegalMiami, FloridaThis critical role involves managing the legal portfolio, negotiating key agreements, advising on corporate strategy, and ensuring strong legal governance. Serve as real-time legal advisor to the organization, answer structuring questions, and make fast legal judgment calls embedded in major decisions.
Senior Legal Counsel - Retail & Private Banking Banco Santander (Brasil) SASenior Legal Counsel - Retail & Private BankingMiami, FLIn this role, you provide strategic legal guidance that supports the delivery of investment products and services while helping the organization navigate complex regulatory requirements, manage legal risk, strengthen governance practices, and drive business objectives with confidence. Serve as the legal subject matter expert for broker-dealer and registered investment advisor matters, advising business leaders and stakeholders on legal, regulatory, and compliance considerations affecting strategies, programs, products, and operational practices.
NewLEGAL ASSISTANT (WT: PARALEGAL SPECIALIST II) STATE OF FLORIDALEGAL ASSISTANT (WT: PARALEGAL SPECIALIST II)Tampa, FLOur Benefits includeAnnual and Sick Leave PackageNine Paid HolidaysState Health and Life InsuranceEducational BenefitsContributory Retirement PlanDuties and ResponsibilitiesThis Paralegal Specialist position provides support to the Chief Counsel and Deputy Chief Counsel for the Florida Highway Patrol (FHP), as well as other FHP Troop Legal Advisors as assigned. LEGAL ASSISTANT (WT: PARALEGAL SPECIALIST II) - 76004864Requisition No:877711Agency: Highway Safety and Motor VehicleWorking Title: LEGAL ASSISTANT (WT: PARALEGAL SPECIALIST II) - 76004864To be considered for this position, applicant responses to qualifying questions must be clearly stated within the employment history.
Senior Legal Counsel - Retail & Private Banking Santander USSenior Legal Counsel - Retail & Private BankingMiami, FLIn this role, you provide strategic legal guidance that supports the delivery of investment products and services while helping the organization navigate complex regulatory requirements, manage legal risk, strengthen governance practices, and drive business objectives with confidence. + Serve as the legal subject matter expert for broker-dealer and registered investment advisor matters, advising business leaders and stakeholders on legal, regulatory, and compliance considerations affecting strategies, programs, products, and operational practices.
Principal Legal Counsel, TeraWave Blue Origin Enterprises LPPrincipal Legal Counsel, TeraWaveSouthgate, FL$230,773–$323,081.85 / yearand/or transports placardable amounts of hazardous materials by ground in any vehicle on a public road while in commerce, may be subject to additional Federal Motor Carrier Safety Regulations including: Driver Qualification Files, Medical Certification (obtained before onboarding), Road Test, Hours of Service, Drug and Alcohol Testing (CDL drivers only), vehicle inspection requirements, CDL requirements (if applicable) and hazardous materials transportation/shipping training. Demonstrated expertise drafting and negotiating complex commercial and technology agreements relevant to satellite communications and connectivity services, including customer master services agreements, service level agreements, capacity or throughput agreements, network services, electronic hardware procurement and supply contracts, and licensing arrangements.
Director, Legal Counsel, DAF Giving 360 The Charles Schwab CorpDirector, Legal Counsel, DAF Giving 360Orlando, FLDAFgiving360 is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Ability to be a trusted partner that provides, manages, monitors, and applies practical, consistent, effective, and unbiased risk and compliance management and guidance that is grounded in a deep understanding of business goals and risks as well as the regulatory and industry environment.
Legal & Compliance - Infrastructure - Compliance Attorney, AVP Blackstone IncLegal & Compliance - Infrastructure - Compliance Attorney, AVPFLWork with legal and compliance colleagues to (i) respond to requests from regulators, (ii) develop proactive responses to regulatory developments that impact the business (including ESG-related matters), and (iii) prepare for regulatory examinations, including conducting mock examinations, each in conjunction with external consultants and counsel. Provide second-tier support for review of fundraising materials (e.g., fund pitchbooks, co-investment decks, business unit overviews), limited partner communications, investment summaries, and investor conference materials to ensure compliance with applicable distribution and marketing rules.
Senior Legal Counsel - Advanced Engines Blue Origin Enterprises LPSenior Legal Counsel - Advanced EnginesFL$197,529–$276,539.55 / yearand/or transports placardable amounts of hazardous materials by ground in any vehicle on a public road while in commerce, may be subject to additional Federal Motor Carrier Safety Regulations including: Driver Qualification Files, Medical Certification (obtained before onboarding), Road Test, Hours of Service, Drug and Alcohol Testing (CDL drivers only), vehicle inspection requirements, CDL requirements (if applicable) and hazardous materials transportation/shipping training. Required for Certain Job Profiles: Drivers who operate Commercial Motor Vehicles with a Gross Vehicle Weight (GVW), Gross Vehicle Weight Rating (GVWR) or combination of power unit and trailer that meets or exceeds 10,001 lbs.
Deputy General Counsel, US Commercial and Legal Operations - Fuze Services Alto IncDeputy General Counsel, US Commercial and Legal Operations - Fuze ServicesFLRemote$235,000–$280,000 / yearPhysical requirements for this role include the ability to work at a computer terminal with monitor, keyboard and mouse for extended periods of time, stoop, bend, and reach for equipment and supplies, make frequent repetitive motions required to operate a computer that include the wrists, hands and fingers, and lift, carry, push, pull, and move light objects up to 20 pounds. Employees are also provided flexible vacation time, accrued paid sick time, 10 paid holidays, (2 floating holidays for full time non-exempt employees), and eight weeks of paid parental leave for eligible employees, additional paid weeks for the birthing parent, 4 weeks paid caregiver leave, and a Lifestyle Spending Account allowance each month.
Legal Counsel (U.S.) OpenFXLegal Counsel (U.S.)Miami, FloridaCorporate & General Legal Matters Provide comprehensive legal support across the full range of corporate legal matters impacting the company, including corporate governance and board matters, employment and HR issues, privacy, intellectual property, fundraising and strategic transactions, and other general corporate legal needs as the business scales. Provide practical, forward-thinking regulatory guidance on the complex and evolving regulatory landscape for payments, money transmission, cryptocurrency, foreign exchange, and cross-border transactions across global markets, leveraging local counsel efficiently and effectively.
Tax Senior, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax Senior, Legal Business Services - TechnologyTallahassee, FL$100,350–$205,000 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Legal Operations and Governance Analyst AdventHealthLegal Operations and Governance AnalystAltamonte Springs, FL$26.29–$48.91 / hourApplicants may review general information about Florida's background screening requirements at the Florida Care Provider Background Screening Clearinghouse: https://info.flclearinghouse.com/ . It's about belonging to a community that believes in the wholeness of each person, and serves to uplift others in body, mind and spirit.
NewSenior M&A Legal Counsel: Strategy & Growth UKG (Ultimate Kronos Group)Senior M&A Legal Counsel: Strategy & GrowthTallahassee, FLA leading workforce management platform in Tallahassee, Florida seeks a Principal Legal Counsel to lead M&A and strategic investment transactions. Responsibilities include managing diligence workstreams, supporting minority investments, and coordinating with multiple stakeholders.
Legal Counsel U.S. Red Envelope Alpha IncLegal Counsel U.S.Miami, FLProvide practical, forward-thinking regulatory guidance on the complex and evolving regulatory landscape for payments, money transmission, cryptocurrency, foreign exchange, and cross-border transactions across global markets, leveraging local counsel efficiently and effectively. Provide comprehensive legal support across the full range of corporate legal matters impacting the company, including corporate governance and board matters, employment and HR issues, privacy, intellectual property, fundraising and strategic transactions, and other general corporate legal needs as the business scales.
NewPrivate Wealth Advisor ProfessionsPrivate Wealth AdvisorNaples, FLExperience in a similar professional role in the Greater Cincinnati region, with a title such as a PWA, Senior Wealth Manager, Private Client Advisor, or similar, interacting with High and Ultra High Net Worth clients. Your familiarity with client circumstances, alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services will help frame, acquire, and retain relationships.
NewLegal Assistant Adams & ReeseLegal AssistantTallahassee, FLEmployees in this position must be mobile, have the ability to bend, and have the ability to lift and carry files weighing approximately 10-15 lbs. At times, employees are required to work in excess of the normal work schedule, particularly during trial preparation.
NewSVP, Deputy General Counsel, Corporate Legal, M&A and Assistant Corporate Secretary Fidelity National Information Services IncSVP, Deputy General Counsel, Corporate Legal, M&A and Assistant Corporate SecretaryJacksonville, FLHeadquartered in Jacksonville, Florida, FIS is publicly traded and is regularly recognized as one of the largest fintech companies globally, combining deep financial services domain expertise with modern technology to help clients run mission-critical operations, manage risk, and grow in an increasingly complex regulatory environment. The successful candidate will oversee corporate governance, support the Board of Directors and its committees, manage M&A and divestiture activity, support treasury and financing activity, ensure compliance with securities laws and NYSE requirements, and lead the corporate filings and governance processes required of a Fortune 500, NYSE-listed financial technology company.
Legal Specialty Commercial Business Analyst III Truist BankLegal Specialty Commercial Business Analyst IIIOrlando, FloridaServe as a subject‑matter resource for assigned areas, demonstrating strong working knowledge of commercial banking products and services relevant to law firms, including credit structures, treasury management, deposit products, pricing, and risk considerations. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Associate Director, Supply Chain Advisor (Hybrid) RTX CorpAssociate Director, Supply Chain Advisor (Hybrid)Largo, FLLead team collaboration with functional SMEs across Raytheon's LCC, SCM leadership, business partners, and other RTX legal entities, to obtain executive leadership buy-in and to implement and maintain organization-wide impacting operational policies, processes, templates, and tools. Strong collaboration and partnering, maintaining strong relationships with peers, internal clients, and external customers as this candidate will have regular interaction with Supply Chain personnel, LCC and Program Counsel, other SME functions, and other business entities.
Director, Legal - Government Compliance Counsel (Remote) RTX CorpDirector, Legal - Government Compliance Counsel (Remote)FLRemoteAt RTX, the world's largest aerospace and defense company, 185,000 great minds are united by purpose and inspired to make a difference solving the world's most complex problems. As part of our commitment to maintaining a secure hiring process, candidates may be asked to attend select steps of the interview process in-person at one of our office locations, regardless of whether the role is designated as on-site, hybrid or remote.
Operations Innovations and Product Transformation Legal Counsel JPMorgan Chase Bank, N.A.Operations Innovations and Product Transformation Legal CounselTampa, FLFull timeAs an Attorney in Consumer & Community Banking (CCB) Operations Innovation & Product Transformation Legal Counsel in Consumer & Community Banking (CCB) Operations Innovation and Product Transformation, you will provide real-time, strategic legal support to two core areas: Servicing Operations and Voice Product & Contact Center Platform. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
First Legal Coordinator First LegalFirst Legal CoordinatorMiami, FLRemote$40,000–$70,000 / yearIn collaboration with the Sales Team, the First Legal Coordinator provides sales support by identifying opportunities to expand existing relationships, introducing additional service offerings, and increasing client engagement. With over 17 offices across the United States, First Legal has been serving thousands of law firms and corporations for more than 30 years across our six divisions - Court & Process, Depositions, Discovery, Records, Digital and Investigations.
Trust and Estate Legal Administrative Assistant Nelson Mullins Riley & Scarborough, LLPTrust and Estate Legal Administrative AssistantOrlando, FloridaFull timeWho We Are: With more than 1,000 attorneys, policy advisors, e-discovery professionals, and other business professionals across offices in California, Colorado, the District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, New York, Pennsylvania, Tennessee, Texas, West Virginia, and throughout North Carolina and South Carolina, Nelson Mullins has strong roots in the business community and an appreciation for new directions in the business world. In addition, you will be preparing enclosure letters, preparing packages to the Internal Revenue Service, recording deeds, preparing documents for signature, filing pleadings using the Florida e-filing system and conforming original estate plan documents.
Legal Specialty Commercial Business Analyst III Truist Financial CorpLegal Specialty Commercial Business Analyst IIIOrlando, FLCommercial Banking Subject-Matter Expertise (Legal Specialty) Serve as a subject-matter resource for assigned areas, demonstrating strong working knowledge of commercial banking products and services relevant to law firms, including credit structures, treasury management, deposit products, pricing, and risk considerations. Business Reporting & Performance Analysis Develop, maintain, and analyze periodic reports and management materials related to business performance, portfolio trends, pipeline activity, system usage, and departmental initiatives within the Legal Specialty Commercial Banking segment.
Client Success Director, Legal Intapp IncClient Success Director, LegalFLThe Client Success Director operates as a trusted advisor to client stakeholders at all levels - from daily users to C-suite leaders - and serves as the voice of the customer internally to our product and account teams. Familiarity with CRM and ERM platforms and associated tools - including eMarketing systems - as they pertain to relationship intelligence, data governance, compliance, and client information management workflows.
Financial Advisor Northwestern MutualFinancial AdvisorLakeland, Florida$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor Registration Candidate - Northwest Florida Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Northwest Florida MarketJacksonville, FLI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency in Mandarin / English Required Bank of America CorpFinancial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency in Mandarin / English RequiredFLI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - PBG Treasure Coast Market Bank of America CorpFinancial Solutions Advisor - PBG Treasure Coast MarketFLWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Advisory • Account Management • Client Experience • Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.
Financial Solutions Advisor Registration Candidate - South Broward / North Dade Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - South Broward / North Dade MarketNorth Miami Beach, FLI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate - PBG Treasure Coast Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - PBG Treasure Coast MarketJupiter, FLI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorSt. Augustine, FLFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Automotive Service Advisor Holler HondaAutomotive Service AdvisorOrlando, FLHoller-Classic Family of Dealerships, an Automotive News Top 150 dealership group with 13 dealerships (and growing!) serving the Central Florida market, has been proudly family-owned since 1938. Service Advisors help automotive owners care for their cars and understand the value of maintaining their vehicles in accordance with factory guidelines.
Financial Solutions Advisor - Jacksonville Market Bank of America CorpFinancial Solutions Advisor - Jacksonville MarketPonte Vedra Beach, FLWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. On screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required Bank of America CorpFinancial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English RequiredFLKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor - E. Palmetto Area Bank of America CorpFinancial Solutions Advisor - E. Palmetto AreaBoca Raton, FLAccount Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications. Key responsibilities include: • Triage client leads • Making referrals to business partners based on client needs and asset thresholds • Meeting with clients to review financial and investment goals • Building a financial plan and recommending brokerage products.
Financial Solutions Advisor - Sarasota South Market Bank of America CorpFinancial Solutions Advisor - Sarasota South MarketLakewood Ranch, FLWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. On screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
Financial Solutions Advisor - NW Florida Market Bank of America CorpFinancial Solutions Advisor - NW Florida MarketTallahassee, FLWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Advisory • Account Management • Client Experience • Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.
Financial Solution Advisor - South Miami Bank of America CorpFinancial Solution Advisor - South MiamiCoral Gables, FLWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. On screen copy Advise clients on their investment goals in order to pursue those goals Saving and Budgeting tool in the mobile app is shown I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
Financial Solutions Advisor - Bradenton FL Bank of America CorpFinancial Solutions Advisor - Bradenton FLPalmetto, FLKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").